Sam Altman’s AI predictions rely on a vision for “recursive self improvement” that does not yet exist, at least not publicly.
On TWiAI 36, the panel considers whether or not one frontier lab really could run away with the entire AI game, or if Altman’s “3 pathways forward for AI” prediction rests on a faulty premise?
Are the major labs talking about regulation so much because they’ve seen what kinds of models are coming next? Or just because regulation is good for whoever gets out to an early lead?
Expert panelists Jaleh Rezaei (Mutiny) and Alex Cheema (EXO Labs) join Jason and Lon for a brand-new This Week in AI.
@jason, @jalehr, @alexocheema, @lons, @mutinycorp, @exolabs
0:00 Cold Open / Show Intro
0:58 PayPal - Pay zero processing fees on your first $100K in eligible PayPal payment volume. Learn more at
2:56 How much hardware it takes to run local AI models
4:32 DHS orders DeepSeek out of federal systems
5:53 Why enterprise clients are uneasy about Chinese models
9:47 Could an open-source model "phone home" to Beijing?
14:10 Why enterprises are much more price sensitive about AI tools
16:39 Are Sam Altman's AI endgame theories "deranged"?
25:45 Why the major labs want more regulations
26:28 The ElevenLabs Archer controversy continues
34:30 Who actually owns the rights to your voice?
45:17 "Substack for AI Models"
46:20 China needs more chips than Nvidia can make
52:40 Are enterprises running more local models?
🎥 Watch the full episode here 👇
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